Financial Analyst

Robert Half is looking for an outstanding Financial Analyst to join a fast-growing company. This Financial Analyst position includes tasks like measuring, analyzing, and forecasting performance in conjunction with operating plans and conducting financial modeling on a variety of financial products. You will also be responsible for advising management on the distribution of resources to best complete objectives and preparing reports for management. Forecasting, performance reporting, and expense management will be some of your focus areas as a business partner on this dynamic team. In this Financial Analyst position, you will be responsible for supporting world class strategic and financial planning methods, building long-range operating plans to support business imperatives and developing rolling forecast processes to ensure resources every quarter are consumed at maximum effectiveness. Additionally, you will assist with operationalizing and cultivating a more data-driven planning process and improved monthly and quarterly reporting. In this role, you will be directly involved in the coordination of various planning cycles (annual planning, quarterly forecasts and monthly outlooks), while providing strategic analyses and recommendations. You will provide variance analysis of bookings, revenues and expenses, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments. Located in the Vislia, California, this Financial Analyst role is a permanent employment opportunity.

Key responsibilities

- Assemble and review forecasting reports

- Survey performance to date and assess potential opportunities and risks

- Drive P& L forecasting and Area/Segment-level Bookings on a weekly, quarterly and annual basis

- Flexible individuals comfortable with large amounts of information, and adept at managing expectations

- Deliver effective Business Intelligence (BI) to provide valuable foresight and decision support

- Work with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation, and prioritization

- Understand and explain internal and external drivers impacting performance and trending

- Collaborate with cross-functional partners in Accounting and Operations to ensure plans are executed properly

- Work closely with Accounting on the monthly and quarterly financial close processes

- Drive monthly reporting to business partners on financial results and actions required

- Keep track of monthly and quarterly performance by comparing actuals versus expectations and enabling business partners to handle their resources

Salary : $90,000 - $95,000